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Invesco S&P 500 Low Volatility ETF

769 hedge funds and large institutions have $4.74B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 259 increasing their positions, 250 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

38% more funds holding in top 10

Funds holding in top 10: 2433 (+9)

3% more funds holding

Funds holding: 745769 (+24)

4% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 250

2.76% less ownership

Funds ownership: 63.74%60.98% (-2.8%)

17% less capital invested

Capital invested by funds: $5.72B → $4.74B (-$977M)

83% less call options, than puts

Call options by funds: $23M | Put options by funds: $132M

Holders
769
Holders Change
+24
Holders Change %
+3.22%
% of All Funds
10.31%
Holding in Top 10
33
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+37.5%
% of All Funds
0.44%
New
93
Increased
259
Reduced
250
Closed
55
Calls
$23M
Puts
$132M
Net Calls
-$109M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
526
Meitav Investment House
Israel
$317K +$309K +4,277 New
BFA
527
Beacon Financial Advisory
Ohio
$311K +$433 +6 +0.1%
EWM
528
EPG Wealth Management
Georgia
$308K +$1.3K +18 +0.4%
TIAA Trust, National Association
529
TIAA Trust, National Association
North Carolina
$305K +$61K +844 +26%
EWA
530
Emergent Wealth Advisors
New York
$302K -$54K -747 -16%
MCCA
531
Mill Creek Capital Advisors
Pennsylvania
$301K
NDSI
532
Newman Dignan & Sheerar Inc
Rhode Island
$301K
CPA
533
Capital Performance Advisors
California
$301K +$291K +4,027 New
MCC
534
Money Concepts Capital
Florida
$300K +$19.5K +270 +7%
NB
535
NBT Bank
New York
$300K
PAG
536
Private Advisory Group
Washington
$296K +$433 +6 +0.2%
WFAG
537
Worth Financial Advisory Group
North Carolina
$294K
BFO
538
Boston Family Office
Massachusetts
$294K +$22K +304 +8%
CHP
539
Cable Hill Partners
Oregon
$293K +$71.2K +986 +32%
CWA
540
Clearview Wealth Advisors
Oregon
$293K -$23.9K -331 -8%
WA
541
Wambolt & Associates
Colorado
$292K
FTC
542
Farmers Trust Company
Ohio
$292K +$58.1K +805 +26%
VA
543
VestGen Advisors
Illinois
$291K +$281K +3,888 New
PWM
544
Peterson Wealth Management
Nevada
$290K +$280K +3,875 New
MIM
545
Moseley Investment Management
Florida
$289K
Wealthfront Advisers
546
Wealthfront Advisers
California
$289K +$35.1K +486 +14%
MFGM
547
Marshall Financial Group (Maryland)
Maryland
$289K -$45.4K -629 -14%
FTUS
548
Flow Traders U.S.
New York
$286K -$1.24M -17,140 -82%
CSP
549
Cary Street Partners
Virginia
$285K -$57.4K -795 -17%
CWMGP
550
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$284K -$680K -9,416 -71%

SPLV Hedge Fund Activity: Q1 2025 in Review

769 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q1 2025, worth a combined $4.74B — down 17% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SPLV positions and 55 closed out — a net gain of 38 holders — while 259 added to existing stakes and 250 trimmed.

The largest buyer was Bank of America, adding an estimated $60.8M. The largest seller was Alaska Permanent Fund, cutting an estimated $137M.

  • 769 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q1 2025, up from 745 in Q4 2024.
  • Funds reported $4.74B of Invesco S&P 500 Low Volatility ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 93 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q1 2025 and 55 closed out, a net change of +38 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q1 2025 was Bank of America, an estimated $60.8M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q1 2025 was Alaska Permanent Fund, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2025.